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  • April 27, 2017 at 10:28 am #953
    Becca Sarratt
    Keymaster

    Have you ever wanted to transform the reach you have with your current clients? Engage is a 21st century approach to an age-old industry.

    The Engage app came out in May of 2014. Over the last year, we have seen a very large increase in the number of advisors that have adopted this technology. Engage allows advisors to upload videos and include portfolio specific data delivered as an overlay to provide your clients a unique video statement experience.

    Check out the “Engage Webinar” in the Assist Me tool for more information. Share your Engage success stories with your fellow peers here!

    August 25, 2017 at 8:44 am #22717
    Jill Osmera
    Participant

    Testing 123

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